Misc
Maximizer announces Interactions Tab – a new way to manage customer communications and more in the latest release.
Interactions Tab, at a glance: Stay better connected and keep the pace – view ALL your touchpoints with each customer...
How Often Do Investors Want to Hear From Their Financial Advisors?
It is estimated that in 2021 10% of Canadians will leave their financial advisors (1). With the disruptive wave of...
Client retention slips without consistent communication with investors
A better financial portfolio means happier clients, right? Despite a healthy bank account, customers are becoming...
CAN-SPAM, CASL & GDPR – Knowing the Critical Differences
With GDPR set to go into force next month, promising sweeping changes to Europe’s privacy laws, organizations are...
What is LinkedIn Learning and How Can it Help my Employees?
Professional online networking is a good way for people to make introductions, referrals, recommendations and valuable...